Accel Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Accel Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-388	Closed	-$27.1K	–	532
2023 Q1	$27.1K	Buy	388 +1	+0.3%	+$71	0.01%	625
2022 Q4	$26.1K	Sell	387 -149	-28%	-$10K	0.01%	494
2022 Q3	$36K	Buy	536 +26	+5%	+$1.79K	0.02%	436
2022 Q2	$33K	Buy	510 +1	+0.2%	+$71	0.02%	429
2022 Q1	$40K	Hold	509	–	–	0.02%	412
2021 Q4	$42K	Buy	509 +17	+3%	+$1.4K	0.02%	408
2021 Q3	$39K	Sell	492 -17	-3%	-$1.36K	0.03%	370
2021 Q2	$40K	Buy	509 +1	+0.2%	+$78	0.03%	383
2021 Q1	$38K	Hold	508	–	–	0.03%	371
2020 Q4	$35K	Buy	+508	New	+$32.4K	0.03%	372

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Accel Wealth Management's IWR Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2023, closing a stake of 388 shares — an estimated $27.1K sold.

Accel Wealth Management first reported a position in IWR in Q4 2020 and held it in 10 quarters. The position peaked at $42K in Q4 2021. 1,144 funds tracked by Wall St. Rank hold IWR as of Q2 2023.

Accel Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 388 iShares Russell Mid-Cap ETF shares in Q2 2023, an estimated $27.1K.
Accel Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares Russell Mid-Cap ETF position peaked at $42K in Q4 2021.
1,144 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.